Anic Equity¶
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Total return since start: 0.608 %¶
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Equity now: -----------------------------> 49128.32 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45066.78 Kr¶
PnL: ---------------------------------------> 10.78 Kr¶
DD now: ---------------------------------> -7.515 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 15:10:31.334732'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.100000 | 1669.320000 | 200.320000 | 13.640000 | 1468.999998 |
| Orrön Energy | 180 | -2.080000 | 2156.400000 | 113.400000 | 5.550000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.050000 | 994.500000 | 59.500000 | 6.360000 | 935.000000 |
| Sagax B | 4 | 0.670000 | 903.200000 | 49.200000 | 5.760000 | 854.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Catena | 2 | -0.760000 | 832.400000 | 40.400000 | 5.100000 | 792.000000 |
| Hoist Finance | 35 | 0.170000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Hexatronic Group | 12 | -0.220000 | 999.600000 | 32.600000 | 3.370000 | 966.999996 |
| Platzer Fastigheter Holding B | 12 | -2.710000 | 992.400000 | 31.400000 | 3.270000 | 960.999996 |
| JM | 6 | -1.200000 | 891.600000 | 27.600000 | 3.190000 | 864.000000 |
| OX2 | 13 | 1.020000 | 964.600000 | 14.600000 | 1.540000 | 949.999999 |
| Bilia A | 8 | -0.440000 | 912.000000 | 12.000000 | 1.330000 | 900.000000 |
| Biotage | 7 | -0.660000 | 951.300000 | 10.300000 | 1.090000 | 940.999997 |
| HEXPOL B | 9 | 0.000000 | 1027.800000 | 6.800000 | 0.670000 | 1020.999996 |
| Gränges | 9 | -0.960000 | 933.300000 | 5.300000 | 0.570000 | 927.999999 |
| VEF | 909 | -2.950000 | 1852.540000 | 2.540000 | 0.140000 | 1850.000436 |
| Sedana Medical | 93 | -5.240000 | 2522.160000 | 1.160000 | 0.050000 | 2521.000011 |
| BioGaia B | 8 | -2.100000 | 930.400000 | 0.400000 | 0.040000 | 930.000000 |
| AcadeMedia | 8 | -1.480000 | 400.400000 | -1.600000 | -0.400000 | 402.000000 |
| Byggmax Group | 33 | -2.580000 | 948.420000 | -7.580000 | -0.790000 | 956.000001 |
| Clas Ohlson B | 12 | -2.010000 | 964.200000 | -8.800000 | -0.900000 | 972.999996 |
| ASSA ABLOY B | 3 | -1.690000 | 766.500000 | -12.500000 | -1.600000 | 779.000001 |
| EQT | 4 | -2.390000 | 816.400000 | -15.600000 | -1.880000 | 832.000000 |
| Alimak Group | 11 | -1.200000 | 907.500000 | -20.500000 | -2.210000 | 927.999996 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.320000 | 940.800000 | -26.200000 | -2.710000 | 966.999999 |
| Addnode Group B | 11 | -1.100000 | 892.100000 | -28.900000 | -3.140000 | 921.000003 |
| INVISIO | 16 | 1.110000 | 3656.000000 | -33.000000 | -0.890000 | 3689.000000 |
| SKF B | 5 | -1.310000 | 906.250000 | -33.750000 | -3.590000 | 940.000000 |
| Indutrade | 5 | -1.220000 | 1175.500000 | -42.500000 | -3.490000 | 1218.000000 |
| Latour B | 4 | -0.740000 | 810.000000 | -47.000000 | -5.480000 | 857.000000 |
| Bufab | 3 | -0.970000 | 1040.400000 | -68.600000 | -6.190000 | 1109.000001 |
| Vitec Software Group B | 2 | -4.250000 | 1014.000000 | -73.000000 | -6.720000 | 1087.000000 |
| BHG Group | 97 | -1.900000 | 1355.090000 | -103.910000 | -7.120000 | 1458.999989 |
| Hexagon B | 26 | -3.070000 | 3328.000000 | -133.000000 | -3.840000 | 3461.000010 |
| TOTAL | 45066.780000 | 10.780000 | -7.51507% | 45056.000411 |
Updated:¶
'2023-07-05 15:10:47.884263'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
